How to invest in mutual funds?

Sahi Fund
Find if a Fund is investment-worthy within its category based on its Underlying Asset Quality, Risks, Returns Performance and Expense Ratio. Unique tools to identify Sahi Funds for FREE.
Sahi Time
If a Mutual Fund is likely to give more returns than FD & its Benchmark in the next 3 years, then right time to invest in it. (196 of 386 Funds are likely to generate 'Less Returns than FD')
Sahi Allocation
A Sahi Mutual Fund is Sahi for you only when it complements your existing portfolio to ensure a diversified portfolio to reduce risk while enhancing returns.


Fund Name
Category
Net Assets (Cr.)

NAV (Rs.)
AUM (Cr.)
Returns Since inception
Returns
Is it a Sahi Mutual Fund?

Past

Avg Rolling
Quality
Performance
Equity - Sectoral Fund - Infrastructure
3,356
9.71 3,356
-2.4
06 Dec' 17
4.79
NA
NA
NA
-4.63
NA
NA
NA
NA
NA
Equity - Value Fund
3,310
50.29 3,310
15.3
07 Mar' 08
-6.82
13.18
12.16
12.63
23.74
18.38
18.59
19.18
Risky
Very Good
Equity - Sectoral Fund - Banks & Financial Services
3,299
67.82 3,299
19.3
22 Aug' 08
15.22
20.51
17.28
17.53
25.13
20.09
20.84
20.62
Somewhat Good
Somewhat Good
Equity - Value Fund
3,286
74.66 3,286
15.4
08 Jun' 05
4.98
13.1
11.85
11.01
19.52
14.92
15.14
15.04
Risky
Not Good
Equity - Sectoral Fund - Banks & Financial Services
3,203
293.83 3,203
23.4
26 May' 03
9.92
19.21
14.63
14.6
24.16
19.19
19.73
19.77
Somewhat Good
Not Good
Equity - Large & Mid Cap Fund
3,154
328.53 3,154
18.1
09 Jul' 98
5.91
11.45
9.03
11.39
16.21
12.65
14.20
17.11
Risky
Somewhat Good
Hybrid - Conservative Hybrid Fund
3,113
46.47 3,113
10.4
26 Dec' 03
8.11
8.12
8.05
8.82
11.13
10.64
10.87
10.64
Very Good
Not Good
Equity - Large & Mid Cap Fund
3,019
538.05 3,019
18.3
08 Oct' 95
3.77
8.26
8.15
8.33
15.90
11.26
13.07
18.99
Risky
Not Good
Equity - Large & Mid Cap Fund
3,015
45.07 3,015
11.4
09 Aug' 05
1.19
12.19
10.8
9.47
14.19
10.25
10.04
9.97
Risky
Not Good
Equity - Large Cap Fund
2,848
210.90 2,848
20.6
10 Mar' 03
5.36
10.99
8.45
9.48
14.78
12.02
14.25
15.15
Very Good
Not Good
Hybrid - Balanced Advantage
2,807
10.61 2,807
6.83
03 Aug' 18
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Hybrid - Balanced Advantage
2,803
53.51 2,803
9.14
25 Apr' 00
7.26
10.32
9.53
9.15
12.83
10.21
10.67
12.01
Very Good
Not Good
Hybrid - Balanced Hybrid Fund
2,797
10.67 2,797
3.15
24 May' 17
1.62
NA
NA
NA
2.54
NA
NA
NA
NA
NA
Equity - ELSS
2,794
101.83 2,794
15.5
02 May' 05
0.34
10.55
11.19
10.46
15.92
12.85
12.96
12.84
Somewhat Good
Not Good
Equity - Multi Cap Fund
2,765
82.66 2,765
16.1
16 May' 05
0.98
11.02
10.19
10.79
18.10
13.80
14.40
14.30
Somewhat Good
Somewhat Good
Equity - Large & Mid Cap Fund
2,729
79.60 2,729
15.6
02 Mar' 05
0.54
8.42
10.17
11.72
18.93
14.07
14.85
14.66
Risky
Somewhat Good
Equity - Multi Cap Fund
2,647
39.80 2,647
12.1
07 Jun' 07
7.28
14.19
11.23
11.16
18.11
13.68
13.47
13.42
Very Good
Somewhat Good
Equity - Large & Mid Cap Fund
2,614
222.30 2,614
12.5
28 Feb' 93
6.31
12.17
12.85
12.02
18.91
14.22
16.24
19.01
Somewhat Good
Somewhat Good
Equity - Large & Mid Cap Fund
2,593
120.79 2,593
18.3
09 Sep' 04
7.31
13.55
13.32
11.89
17.83
13.63
14.92
14.25
Somewhat Good
Somewhat Good
Hybrid - Conservative Hybrid Fund
2,561
40.56 2,561
9.43
16 Dec' 03
1.88
6.91
8.23
8.57
10.25
9.84
10.04
9.80
Very Good
Not Good
*Based on the Fund’s Ranking within its Category

FAQs

  • Why should you invest in Mutual Funds?
  • One should invest in Mutual Funds to earn equity-linked returns (significantly higher than FD). This will also help you reach your financial goals faster.
  • How many Mutual Funds should one invest in?
  • You should select at least 4-5 funds that complement each other. Fund Managers like every competent investor choose a strategy, and hence, the one Fund will work best only in some market situations. So, when investing in stocks through Mutual Funds, you need to select a combination that will work better together, in the present and future.
  • Should I invest in mutual funds if I invest in direct stocks?
  • Yes, you should, in order to complement your investment strategy/style/biases and also be confident about committing a larger portion of your Investable Surplus to equities.
  • How to select the best Mutual Fund?
  • Finding a good Mutual Fund to invest in requires you to answer 3 essential questions:
    1. 1. What is the Right Fund? – Check quality of Holdings, consistency of returns, expense
    2. 2. What is the Right Time to buy? – Check portfolio valuation and fund manager investment strategy
    3. 3. What is the Right Allocation? – Check if the fund suits your risk profile
    Read our blog , 'If not past returns, then how do you select the right Equity Mutual Fund to invest in?' for details
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